Pipedrive Deal Stage Match to Send Email to Add Pipedrive Deal

Pipedrive Deal Stage Match to Send Email to Add Pipedrive Note

Person Field Match to Send Email to Add Pipedrive Note

Email Activity to Update Pipedrive Deal to Send Email

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Email Activity to Check Email Status to Assign Pipedrive Person Owner

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20 journey ideas for Pipedrive, Email and Kissmetrics

About the
Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

About the
Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more.
You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more.
Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

About the
Kissmetrics integration

Kissmetrics is a person-based analytics package that makes it insanely easy to track events and funnels online helping you focus on the important bits of your online business.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the
Pipedrive integration, Email integration and the Kissmetrics
integration.

Journey Triggers

Person Field Match

Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).

Pipedrive Deal Status Match

Add a contact associated with a deal to a journey when the deal status matches your criteria.

Pipedrive Deal Stage Match

Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Email Activity

Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

Conditions

Check Pipedrive Person Field

Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).

Check Pipedrive Deal Stage

Check the stage of the latest deal associated with a contact.

Check Pipedrive Deal Field

Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).

Check Email Status

Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

Journey Actions

Update Pipedrive Person Field

Update a Pipedrive person field to a specific value.

Update Pipedrive Deal

Update the pipeline, stage and/or status of a deal.

Assign Pipedrive Person Owner

Assign a person in Pipedrive. Supports round robin assignment.

Schedule Pipedrive Activity

Create a contextual Pipedrive activity.

Add Pipedrive Deal

Create a contextual Pipedrive deal.

Add Pipedrive Note

Create a contextual Pipedrive note.

Update Pipedrive Deal Field

Update a Pipedrive deal field to a specific value.

Send Email

Send a contact a personalized marketing or transactional email.

Send Kissmetrics Event

Send a Kissmetrics event based on the outcome of the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey
marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Pipedrive, Email and Kissmetrics.